Solovis and Imagineer Technology Group Partner to Deliver Qualitative Research Management in Multi-Asset Class Portfolio Management Platform

DALLAS and NEW YORK – February 12, 2019 – Solovis, a multi-asset class portfolio management, analytics and reporting platform for limited partners, asset owners and allocators, today announced a technology collaboration that will enable clients to easily integrate the Solovis platform with Imagineer Technology Group’s qualitative research management platform, Synap. Focused entirely on qualitative data, Synap helps limited partners, asset owners and allocators improve collaboration, manage investment workflows and monitor their activities with managers across all asset classes. Through the partnership, the companies will deliver a connector linking the Solovis and Synap platforms, allowing for seamless connectivity between the two applications. The goal of the partnership is to enable joint clients to view qualitative due diligence information within the Solovis portfolio management platform, providing a truly holistic view of both quantitative and qualitative investment considerations.

“Research management plays an important role in the assessment of potential investments, but it is not incorporated into portfolio management tools,” said Jeremie Bacon, CEO of Imagineer Technology Group. “Solovis is unique in its ability to address the large-scale, strategic portfolio management, analysis and reporting needs of the limited partner community, and we are excited to be working with them to deliver a front-to-back solution for portfolio and research management.”

The collaboration between Solovis and Synap is the latest in a series of moves by both firms to expand the spectrum of data they deliver to clients as part of their multi-asset class portfolio management and qualitative research platforms, respectively.

“Adding diligence and additional qualitative data to our portfolio analysis capabilities through Synap will help our clients stay abreast of their portfolio both quantitatively and qualitatively in a more seamless way,” said Josh Smith, CEO and co-founder of Solovis. “We are excited about the value our partnership with Imagineer will deliver to the institutional investor market. This relationship reaffirms our commitment to providing the most comprehensive investment management platform on the market, now and in the future.”

About Solovis

Solovis is leading fintech innovation for institutional investors with a powerful cloud-based platform for multi-asset class portfolio management, reporting and analytics – uniquely designed for the limited partner community. Endowments, foundations, pensions, OCIOs and family offices leverage Solovis to transform how they collect and aggregate investment data, analyze portfolio performance, model and predict future outcomes and share meaningful portfolio insights with key stakeholders. The Solovis institutional investment management technology platform enables detailed analysis and dynamic data modeling across multiple portfolios and pools of capital for actionable, transparent insights that empower both operations and investment teams. Visit www.solovis.com.

About Imagineer Technology Group

Imagineer Technology Group provides relationship management software and services that help investor relations, fund marketing, and research management teams effectively manage their clients and operate their businesses efficiently and intelligently. Its Synap product is a cloud-based research and due diligence management software platform for limited partners and asset allocators. Visit www.imagineertechnology.com.